Dynamic content from client experience data

Export branded bios, CVs, tombstones + more to PowerPoint for your next pitch

Marketing & Pitch Deck Content Made Easy

Professional service firms are constantly updating pitch decks to demonstrate successful, relevant experience using transactional tombstones, bios and CVs, and case studies.

Successfully used by​ Firms.

Successfully used by

Firms.

What is Pitchly

A secure online platform to store proprietary client data and simplify how employees can access and use it

How We Help

Securely connect your existing data by uploading CSV and Excel files or by connecting to an on-premise SQL server

How it Works

Easily set up permissions for users and teams to connect to the data and create marketing content for pitches

Modernize how marketing and business development create winning pitches using data infused

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Find Relevant Experience Faster

End-users can search across relational databases to find the most relevant firm experience and the corresponding attorneys, associates and team members to pitch.

Incrementally adoptable

Aggregate spreadsheets, databases and services

Single source of truth​

Find exactly what you need - and quickly

Restrictive, in a good way​

User permissions control and secure company data

Built to grow

Plug-n-play Applications get work done quickly

Streamlined Forms

Our Innovative Clients

Making businesses of all sizes more efficient and productive

Customer Reviews

We purchased Pitchly to manage our Tombstones but it quickly became the preferred Knowledge Management Solution for the Business Development team.
We operate in a spreadsheet world, so if we can find a better, quicker way to produce and repurpose more effective marketing content, we are interested.
With Pitchly, I track my commercial finance deals and use this experience to win new clients and referrals. Pitchly also allows me to store deal information in an easy to use common format. This means I update it often and it is fast and easy.
While it does save me time when I make Tombstones, what I really appreciate is the peace of mind knowing the information is correct and relevant.
We win more proposals with Pitchly. What more could you want?
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Connect Your Data in Seconds

Import multiple Excel and CSV files or connect to your SQL server.